You can assign salespeople to customers or customer groups and orders placed by those customers are automatically attributed to that salesperson. Salespeople can also be assigned to individual orders. Restrictions can be set to limit who can assign salespeople to orders to avoid any mistakes or changes that aren’t authorized.
Zoey Updates
New in the Zoey API: Pay Invoices with Saved Cards and ACH
The Zoey API can now charge an invoice to one of the account’s saved cards or ACH accounts, in full or in part, through the same payment path as the storefront and AutoPay.
November 11, 2026
